Emails Nested Tab (Quickmail)

This article describes the Emails nested tab (i.e., subtab), found within the Client Dashboard in the Forth CRM. This article includes the following topics:

• Overview
• Sending an email 
• Viewing a sent email

Overview

The Emails nested tab tracks all the emails sent and received within a particular contact. If you click on an email title, you can view the entire email body, including the names of attachments. This feature also lets you see if and when a client opens the email.

Sending an email

1. Do one of the following:
   • From the Client Dashboard, click the Emails tab; or
   • From the Contacts tab, click the envelope icon for the contact you want to email.
     
2. Do either of the following:
   • Click the Send Email link or
   • Click any of the  icons.

3. The Send An Email window opens.
   

   NOTE: The Creditor dropdown menu displays the debt balance and full account number alongside the creditor name.
   
    

4. In the Attachments section, select the type of file you want to attach:
   • Upload a File to locate a document on your hard drive, click Choose Files, navigate to the desired file, and click Open.
   • Media Library will attach a file from the Files tab in the CRM.
   • Generated Document will only pull PDF documents created in the CRM.
   • Previously Updated Document shows documents already uploaded to the Client Dashboard.
5. When finished, click Send Email. 

Back to top

Viewing a sent email

1. From the Client Dashboard, click the Emails nested tab.
2. Click the Subject hyperlink to see how to view an email that has been sent.
   
3. To view which attachments were sent via email, click the title of the email. The sent attachments will be located just under the Email message field.
   
4. If the recipient opens your email, a green envelope with the date and time will appear in the upper-right-hand corner of the email history (highlighted by the red arrow in the image above).

Back to top

Article Version History: